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01	

WORLD IA DAY 2015	

 PRESENTATION TITLE HERE	



Enterprise Taxonomy for FIFA	

	

@AdamUngstad | #WIAD15
THREE THINGS
1.  Why did FIFA need an enterprise taxonomy?	

2.  Project Structure & Phases	

3.  Lessons Learned	

Photograph Creative Commons Licensed
Home of FIFA by Gabriel Garcia Marengo -https://www.flickr.com/photos/gabrielgm/
01	

WORLD IA DAY 2015	

 PRESENTATION TITLE HERE	

WHY ENTERPRISE TAXONOMY?	

BUSINESS DRIVERS	

Photograph Creative Commons Licensed
Hallway at FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/
PUBLISHING TO NEW CHANNELS
•  Building an extranet to better communicate with external audiences
•  Need to publish material for specific football associations
•  Need to reduce clutter and improve relevance for end user experience
•  Having a large collection means being able to re-use items in new ways
FPO	

Image by Adam Ungstad
ENTERPRISE FINDABILITY
•  Enterprise content scattered in file stores, intranets, databases, CMS, DAM, etc
•  Things become lost, organization loses its memory  staff lose time looking for things 
•  Trails of correspondence throughout the organization
•  FIFA was established in 1904…. Over 100 years of content to manage!
FPO	

Photograph Creative Commons Licensed
Needle in Haystack by Bindaas Madhavi - https://www.flickr.com/photos/mkuram/
WORLD IA DAY 2015	

PROJECT STRUCTURE
PUTTING THE PIECES TOGETHER	

PROJECT SPONSOR
PROJECT MANAGER
CONSULTANT
CORE TEAM
EXTENDED TEAM
Icons by Iconmonstr - http://iconmonstr.com/license/
01	

WORLD IA DAY 2015	

 #WIAD15 #WIADCH	

PROJECT PHASES	

1.  Discovery	

2.  Kick-Off	

3.  Analysis  Definition	

4.  Testing Validation	

5.  Close-out
01	

WORLD IA DAY 2015	

 #WIAD15	

DISCOVERY	

WHAT ARE WE WORKING WITH?	

Photograph Licensed under Creative Commons 	

File Stack Retouched by Niklas Bildhauer http://commons.wikimedia.org/wiki/File%3AFileStack_retouched.jpg
STAKEHOLDER INTERVIEWS
•  Phone calls vs in-person
•  Record the conversations 
•  Don’t take notes during the interviews
•  Synthesize, look for themes
FPO
INTERNAL RESEARCH
•  Identify  collect existing taxonomies
•  Review search logs
•  Understand the nature of the collection you are working with
•  Who else should you be talking to? 
FPO	

Image by Adam Ungstad
PREPARE FOR KICK-OFF
•  Make your own collection of items of the collection you are working with
•  Collect terms for card-sorting  other exercises 
•  Review any preliminary risks with project manager
•  Figure out what questions you need to be asking
FPO	

Photograph Creative Commons Licensed 
FIFA World Cup Ball 2014 by Tim Reckmann - https://www.flickr.com/photos/foto_db/
01	

WORLD IA DAY 2015	

 #WIAD15	

KICK-OFF 	

DEFINING THE PROJECT AND ITS CONTEXT	

Photograph by Adam Ungstad
KICK-OFF FORMAT
•  ½ Day 
•  10-15 Participants
•  Drawing + table space 
•  Best when done more than once
FPO	

Photograph by Jess McMullin
KICK-OFF EXERCISES
•  Define a Document!
•  Metadata Dot-Mocracy!
•  Controlled Value Lists!
•  Break
•  Define “Official”!
•  Card-Sorting!
•  World Café!
FPO
HOW TO START THINGS RIGHT
•  Be prepared, get set up beforehand 
•  Be engaged at all times
•  Use stories that people can relate to
•  Don’t waste people’s time 
FPO	

Photograph by Adam Ungstad
01	

WORLD IA DAY 2015	

 #WIAD15	

ANALYSIS  DEFINITION	

DIVING INTO THE DETAILS 	

Image by Adam Ungstad
BUILDING A DRAFT TAXONOMY
•  Analyzing workshop results
•  Finding and combining existing taxonomies
•  Industry standards
•  The larger metadata strategy
FPO	

Image by Adam Ungstad
INTERNAL ANALYSIS
•  Review of workshop results + follow up
•  Integrate organizational priorities
•  Duplications, gaps  problem areas
•  Refine your work with core team 
FPO	

http://www.fifa.com/mm/document/affederation/administration/01/28/72/70/hof-ee.pdf	

Photograph Creative Commons Licensed 
Home of FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/
ALIGNING WITH STANDARDS
•  Always use DUBLIN CORE 15 core elements
•  Also used ICA's General International Standard Archival Description - ISAD(G)
•  You can use different parts of different standards
•  Gives your taxonomy a solid foundation  enables interoperability
01	

WORLD IA DAY 2015	

 #WIAD15	

TESTING  VALIDATION	

WILL OUR PLAN WORK?	

Image by Adam Ungstad
TREE TESTING
•  Tests how users navigate a hierarchy
•  Identifies problem areas
•  Shows the paths actually taken 
•  Needs more than one iteration 
FPO	

Image by Adam Ungstad
TAGGING TEST
•  How will people tag things with your taxonomy? 
•  If things are not classified properly they effectively become lost
•  No commercial systems for this right now – Excel DYI Version 
FPO	

1
Image by Adam Ungstad
01	

WORLD IA DAY 2015	

 #WIAD15	

CLOSE OUT	

FINAL DELIVERABLES  NEXT STEPS	

Photograph Creative Commons Licensed
Home of FIFA at Night by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/
FINAL TAXONOMY
•  Overview, Document Types, Document Classes
•  Other Metadata Elements, Navigation Tree, Standards Map
•  Large controlled lists for Entities, Projects, Places and Formats
•  Origins of elements (to be able to map with existing taxonomy)
FPO	

Image by Adam Ungstad
FINAL REPORT
•  Visual representations of the taxonomy
•  Walk-through  discussion of components of taxonomy
•  Recommendations on workflow, document lifecycle, organizational change, governance
•  Identification of other systems / areas where taxonomy should be used
FPO	

Image by Adam Ungstad
NEXT STEPS
•  What workflows will be used to tag new and existing documents?
•  Where will the metadata be stored? 
•  Who will maintain the taxonomy?
•  How does this taxonomy relate to other taxonomies in the organization?
FPO	

Photograph by Adam Ungstad
01	

WORLD IA DAY 2015	

 PRESENTATION TITLE HERE	

LESSONS LEARNED	

1.  Project Management is essential	

2.  IA, workflow, lifecycles, org structure, everything is intertwingled	

3.  Address obstacles to implementation as early as possible
INFORMATION ARCHITECTURE MAKES US HAPPY
•  Global audiences, global authors
•  Information architecture defines how information is structured, presented, and exchanged
•  Enterprise taxonomy enables the design of experiences that excel
FPO	

Photograph by Adam Ungstad	

Photograph Creative Commons Licensed 
Korean Football Fan by Tourism Korea - http://english.visitkorea.or.kr/enu/index.kto
01	

WORLD IA DAY 2015	

 PRESENTATION TITLE HERE	

THANK YOU!	

Adam Ungstad
UNGSTAD information architects
info@ungstad.com | @AdamUngstad

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Enterprise Taxonomy for FIFA - World Information Architecture Day (WIAD) Switzerland 2015

  • 1. 01 WORLD IA DAY 2015 PRESENTATION TITLE HERE Enterprise Taxonomy for FIFA @AdamUngstad | #WIAD15
  • 2. THREE THINGS 1.  Why did FIFA need an enterprise taxonomy? 2.  Project Structure & Phases 3.  Lessons Learned Photograph Creative Commons Licensed Home of FIFA by Gabriel Garcia Marengo -https://www.flickr.com/photos/gabrielgm/
  • 3. 01 WORLD IA DAY 2015 PRESENTATION TITLE HERE WHY ENTERPRISE TAXONOMY? BUSINESS DRIVERS Photograph Creative Commons Licensed Hallway at FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/
  • 4. PUBLISHING TO NEW CHANNELS •  Building an extranet to better communicate with external audiences •  Need to publish material for specific football associations •  Need to reduce clutter and improve relevance for end user experience •  Having a large collection means being able to re-use items in new ways FPO Image by Adam Ungstad
  • 5. ENTERPRISE FINDABILITY •  Enterprise content scattered in file stores, intranets, databases, CMS, DAM, etc •  Things become lost, organization loses its memory staff lose time looking for things •  Trails of correspondence throughout the organization •  FIFA was established in 1904…. Over 100 years of content to manage! FPO Photograph Creative Commons Licensed Needle in Haystack by Bindaas Madhavi - https://www.flickr.com/photos/mkuram/
  • 6. WORLD IA DAY 2015 PROJECT STRUCTURE PUTTING THE PIECES TOGETHER PROJECT SPONSOR PROJECT MANAGER CONSULTANT CORE TEAM EXTENDED TEAM Icons by Iconmonstr - http://iconmonstr.com/license/
  • 7. 01 WORLD IA DAY 2015 #WIAD15 #WIADCH PROJECT PHASES 1.  Discovery 2.  Kick-Off 3.  Analysis Definition 4.  Testing Validation 5.  Close-out
  • 8. 01 WORLD IA DAY 2015 #WIAD15 DISCOVERY WHAT ARE WE WORKING WITH? Photograph Licensed under Creative Commons File Stack Retouched by Niklas Bildhauer http://commons.wikimedia.org/wiki/File%3AFileStack_retouched.jpg
  • 9. STAKEHOLDER INTERVIEWS •  Phone calls vs in-person •  Record the conversations •  Don’t take notes during the interviews •  Synthesize, look for themes FPO
  • 10. INTERNAL RESEARCH •  Identify collect existing taxonomies •  Review search logs •  Understand the nature of the collection you are working with •  Who else should you be talking to? FPO Image by Adam Ungstad
  • 11. PREPARE FOR KICK-OFF •  Make your own collection of items of the collection you are working with •  Collect terms for card-sorting other exercises •  Review any preliminary risks with project manager •  Figure out what questions you need to be asking FPO Photograph Creative Commons Licensed FIFA World Cup Ball 2014 by Tim Reckmann - https://www.flickr.com/photos/foto_db/
  • 12. 01 WORLD IA DAY 2015 #WIAD15 KICK-OFF DEFINING THE PROJECT AND ITS CONTEXT Photograph by Adam Ungstad
  • 13. KICK-OFF FORMAT •  ½ Day •  10-15 Participants •  Drawing + table space •  Best when done more than once FPO Photograph by Jess McMullin
  • 14. KICK-OFF EXERCISES •  Define a Document! •  Metadata Dot-Mocracy! •  Controlled Value Lists! •  Break •  Define “Official”! •  Card-Sorting! •  World Café! FPO
  • 15. HOW TO START THINGS RIGHT •  Be prepared, get set up beforehand •  Be engaged at all times •  Use stories that people can relate to •  Don’t waste people’s time FPO Photograph by Adam Ungstad
  • 16. 01 WORLD IA DAY 2015 #WIAD15 ANALYSIS DEFINITION DIVING INTO THE DETAILS Image by Adam Ungstad
  • 17. BUILDING A DRAFT TAXONOMY •  Analyzing workshop results •  Finding and combining existing taxonomies •  Industry standards •  The larger metadata strategy FPO Image by Adam Ungstad
  • 18. INTERNAL ANALYSIS •  Review of workshop results + follow up •  Integrate organizational priorities •  Duplications, gaps problem areas •  Refine your work with core team FPO http://www.fifa.com/mm/document/affederation/administration/01/28/72/70/hof-ee.pdf Photograph Creative Commons Licensed Home of FIFA by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/
  • 19. ALIGNING WITH STANDARDS •  Always use DUBLIN CORE 15 core elements •  Also used ICA's General International Standard Archival Description - ISAD(G) •  You can use different parts of different standards •  Gives your taxonomy a solid foundation enables interoperability
  • 20. 01 WORLD IA DAY 2015 #WIAD15 TESTING VALIDATION WILL OUR PLAN WORK? Image by Adam Ungstad
  • 21. TREE TESTING •  Tests how users navigate a hierarchy •  Identifies problem areas •  Shows the paths actually taken •  Needs more than one iteration FPO Image by Adam Ungstad
  • 22. TAGGING TEST •  How will people tag things with your taxonomy? •  If things are not classified properly they effectively become lost •  No commercial systems for this right now – Excel DYI Version FPO 1 Image by Adam Ungstad
  • 23. 01 WORLD IA DAY 2015 #WIAD15 CLOSE OUT FINAL DELIVERABLES NEXT STEPS Photograph Creative Commons Licensed Home of FIFA at Night by Ed Coyle - https://www.flickr.com/photos/joxur223/3817054246/
  • 24. FINAL TAXONOMY •  Overview, Document Types, Document Classes •  Other Metadata Elements, Navigation Tree, Standards Map •  Large controlled lists for Entities, Projects, Places and Formats •  Origins of elements (to be able to map with existing taxonomy) FPO Image by Adam Ungstad
  • 25. FINAL REPORT •  Visual representations of the taxonomy •  Walk-through discussion of components of taxonomy •  Recommendations on workflow, document lifecycle, organizational change, governance •  Identification of other systems / areas where taxonomy should be used FPO Image by Adam Ungstad
  • 26. NEXT STEPS •  What workflows will be used to tag new and existing documents? •  Where will the metadata be stored? •  Who will maintain the taxonomy? •  How does this taxonomy relate to other taxonomies in the organization? FPO Photograph by Adam Ungstad
  • 27. 01 WORLD IA DAY 2015 PRESENTATION TITLE HERE LESSONS LEARNED 1.  Project Management is essential 2.  IA, workflow, lifecycles, org structure, everything is intertwingled 3.  Address obstacles to implementation as early as possible
  • 28. INFORMATION ARCHITECTURE MAKES US HAPPY •  Global audiences, global authors •  Information architecture defines how information is structured, presented, and exchanged •  Enterprise taxonomy enables the design of experiences that excel FPO Photograph by Adam Ungstad Photograph Creative Commons Licensed Korean Football Fan by Tourism Korea - http://english.visitkorea.or.kr/enu/index.kto
  • 29. 01 WORLD IA DAY 2015 PRESENTATION TITLE HERE THANK YOU! Adam Ungstad UNGSTAD information architects info@ungstad.com | @AdamUngstad

Editor's Notes

  1. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  2. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  3. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  4. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  5. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  6. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  7. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  8. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  9. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  10. •Editorial Rules - capitalization, multiple words etc •Sequencing of classes •Sequencing of contents of classes
  11. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  12. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  13. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  14. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  15. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  16. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  17. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites
  18. Meeting the rational needs through inspirational messaging that complements the emotional/validates purchase/excites